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  • US Markets Wrap: "Buy everything" trade still a hit for market participants
    2025/10/08

    Chris Weston, Head Of Research, Pepperstone, weighs in on US President Trump's "hardball tactics" vis-a-vis his threats to furlough federal workers should the government shutdown continue; why the "buy everything" trade is still a hit among market participants; crypto's latest trajectory;

    Produced & Presented by: Emaad Akhtar

    See omnystudio.com/listener for privacy information.

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    11 分
  • US Markets Wrap: Gold breaks $4,000-an-ounce barrier - could there be more upside?
    2025/10/08

    Joseph Sroka, Chief Investment Officer & Co-Founder, NovaPoint Capital discusses sector rotation towards utilities and healthcare; continuing implications of the US government shutdown; expectations for Q3 earnings; gold's first foray into the $4,000 / ounce territory; and why investors should double down on long-term plays.

    Produced & Presented by: Emaad Akhtar

    See omnystudio.com/listener for privacy information.

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    11 分
  • US Markets Wrap: Why investors are ignoring the shutdown and buying everything
    2025/10/06

    Wall Street’s on a high even as Washington shuts down. The Russell 2000, Nasdaq 100, and gold all hit record levels to start the week, powered by fresh AI momentum and a wave of dealmaking. OpenAI’s multibillion-dollar partnership with AMD has reignited investor enthusiasm, while Fifth Third Bancorp’s takeover of Comerica signals new life in M&A.

    Dan Koh speaks with José Torres, Senior Economist at Interactive Brokers to unpack what’s really driving the risk-on mood, the data gaps left by the government blackout, and how investors should read Japan’s sudden leadership change under Sanae Takaichi.

    See omnystudio.com/listener for privacy information.

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    11 分
  • US Markets Wrap: Markets rally despite shutdown and weak jobs data
    2025/10/02

    U.S. stocks ended higher after a volatile session, with the Nasdaq climbing 0.4% and the S&P 500 rebounding from earlier losses on strength in health-care names. The gains come even as the U.S. government shut down following failed Senate negotiations, and fresh ADP data showed the steepest private payroll decline in over two years. Michele Schneider, Chief Strategist, MarketGauge Group breaks down why investors seem unfazed by Washington gridlock, the risks of a weakening labor market, and whether momentum can continue in the face of stretched valuations and mounting economic uncertainty.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    11 分
  • US Markets Wrap: Markets climb as shutdown looms, investors turn to safe havens
    2025/10/01

    Stocks closed higher Tuesday despite growing concerns over a looming U.S. government shutdown that could freeze key economic data and rattle investor confidence. The Dow hit a new record, while the S&P 500 and Nasdaq also posted gains. But under the surface, anxiety is rising. Investors are moving into safe-haven assets like gold and Treasuries, bracing for potential fallout if the shutdown drags on. José Torres, senior economist, Interactive Brokers breaks down the market’s reaction, the latest job openings and consumer confidence reports.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    9 分
  • US Markets Wrap: Can the US rally keep rolling into Q4, and what a shutdown means for the economy
    2025/09/29

    After five straight months of gains, the S&P 500 is heading into a historically volatile October with strong momentum on its side. Growth looks solid, consumption remains resilient, and AI is giving GDP a powerful boost. Conversely, inflation, Fed policy, and the looming U.S. government shutdown still cloud the outlook.

    Dan Koh speaks with Sonu Varghese, Vice President & Global Macro Strategist at Carson Group, to unpack the forces driving markets, the risks ahead, and what investors should be watching as we enter the final quarter of the year.

    See omnystudio.com/listener for privacy information.

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    11 分
  • US Markets Wrap: Inflation, Global Equities, and China’s Tech Rebound
    2025/09/26

    Daniel Tan, Portfolio Manager at Grasshopper Asset Management, discusses why global equities may be running ahead of fundamentals, and where fresh catalysts could emerge. From China’s tech rebound to defense stocks and the dollar’s slide, we explore the forces shaping markets into year-end.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    8 分
  • US Markets Wrap: Tech Turbulence, Gold Surges, and Fed Watch
    2025/09/25

    U.S. stocks stumbled for a second day as AI leaders like Nvidia, Oracle, and Micron lose momentum amid concerns over sky-high valuations. Dilin Wu, Research Strategist, Pepperstone
    discusses the risks and opportunities in tech, the bullish gold rally, and the dollar’s surprising strength. We explore what it all means for markets, Fed policy, and investors seeking opportunities across U.S. and Asian equities.

    Produced/Presented: Ryan Huang

    See omnystudio.com/listener for privacy information.

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    9 分